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2022 I-030 Wisconsin Schedule CC, Request for a Closing Certificate for Fiduciaries. Wisconsin Schedule CC-2025

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The document is a Schedule CC form from the Wisconsin Department of Revenue, used to request a Closing Certificate for estates and trusts. It outlines the necessary information and requirements for fiduciaries to complete when seeking certification from the court to close probate proceedings. The form includes sections for personal details of the decedent or trust, financial information regarding assets, and questions about tax filings and court requirements.

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Click ‘Get Form’ to open the 2022 I-030 Wisconsin Schedule CC in the editor.
Begin by filling in the decedent's last name, first name, and social security number. Ensure you use black ink as specified.
In Part I, answer whether a certificate is required by the court. If 'No', do not submit the form. If 'Yes', proceed to complete lines 1 through 11.
Provide details about the decedent's will and probate type. Include any necessary income information if tax returns were not filed for the four years prior to death.
List all assets under sections 10a through 10L accurately, ensuring no commas or cents are included.
Complete Part II if applicable for trusts, following similar steps as outlined in Part I. Include necessary documentation such as trust instruments.
Finally, sign and date the form on page two before submitting it to the Wisconsin Department of Revenue.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How much money can you inherit without paying taxes in Wisconsin?

No. Wisconsin does not impose an inheritance tax. This means that heirs in Wisconsin do not owe state tax on the assets they inherit. In 1992, Wisconsin repealed its inheritance tax.

Who must file a fiduciary tax return?

The fiduciary (or one of the joint fiduciaries) must file Form 1041 for a domestic trust taxable under section 641 that has: Any taxable income for the tax year, Gross income of $600 or more (regardless of taxable income), or.

What is a closing certificate for fiduciaries in Wisconsin?

The department will issue a Closing Certificate for Fiduciaries to an estate only in cases where a Wisconsin Probate Court requires a certificate to close a proceeding. The Closing Certificate may be issued in the year prior to the final year of the estate to expedite the closing of the estate.

What is a closing certificate?

A closing certificate is a critical document in major transactions, providing final confirmation that the terms and conditions of an agreement have been fulfilled. For businesses, it ensures accountability, reduces post-closing risks, and serves as formal evidence of compliance.

How to close a trust in Wisconsin?

(1m), a noncharitable irrevocable trust may be modified or terminated, with or without court approval, upon consent of the settlor and all beneficiaries, even if the modification or termination is inconsistent with a material purpose of the trust.